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financial adviser (fsp1007274)

Christchurch

Financial freedom is not just in accumulating wealth, but also in developing healthy financial habits that pave the way for a lifetime of security.

I have a Bachelor of Management Studies (Accounting), Level 5 Certificate in Financial Services (Investment), and am currently studying a Graduate Diploma in Business Studies (Personal Financial Planning). I am a Chartered Accountant, ex-auditor, and an affiliated facilitator for Te Ara Ahunga Ora Retirement Commission.

Becoming a part of the phwealth team has been an exciting opportunity to bring together my diverse skill set, providing tailored advice our phwealth clients, and empowering them to realise their financial goals and dreams.

Outside of work, you can find me embracing arts and culture. Whether it’s performing as part of the 90-strong choir The Vocal Collective, cheering on my teenagers as they tread the boards of stage, or simply unwinding with a tasty merlot with my husband, Ekant.

In case you’re wondering, my name is a combination of my two grandmothers, Una and Patricia, and is pronounced “You-nee-sha”.

Nāku te rourou, nāu te rourou, ka ora ai te iwi (with your basket and my basket, we will sustain the people).

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